Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,249 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q2 2022
Institutional positions in Microsoft Corp as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,515
- +30 vs. Q1 2022
- Shares held
- 5.22B
- +10.4M (+0.2%) vs. Q1 2022
- Total value
- $1.34T
- −$257.4B (−16.1%) vs. Q1 2022
- New holders
- 144
- 2,073 more added
- Sold out
- 114
- 1,950 more reduced
65 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Bank & Trust | 31,728 | $8.15M | 2.65% | +1,258+4.1% | Added |
| Eastover Investment Advisors LLC | 31,722 | $8.15M | 4.97% | −145−0.5% | Reduced |
| Center for Financial Planning, Inc. | 31,631 | $8.12M | 2.06% | +1,453+4.8% | Added |
| Summit X, LLC | 31,542 | $8.11M | 2.35% | +1,093+3.6% | Added |
| Villere St Denis J & Co LLC | 31,581 | $8.11M | 0.61% | +18+0.1% | Added |
| Loudon Investment Management, LLC | 31,579 | $8.11M | 6.08% | +30+0.1% | Added |
| Hixon Zuercher, LLC | 31,504 | $8.09M | 5.24% | +349+1.1% | Added |
| Carolinas Wealth Consulting LLC | 107,507 | $8.09M | 2.01% | +82,748+334.2% | Added |
| Phraction Management LLC | 31,411 | $8.07M | 5.33% | +735+2.4% | Added |
| Verition Fund Management LLC | 31,401 | $8.06M | 0.17% | −88,999−73.9% | Reduced |
| Benjamin Edwards Inc | 31,388 | $8.06M | 2.37% | +7,803+33.1% | Added |
| IFG Advisory, LLC | 31,342 | $8.05M | 0.88% | −2,725−8.0% | Reduced |
| Muhlenkamp & Co Inc | 31,241 | $8.02M | 3.76% | −74−0.2% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 31,231 | $8.02M | 2.39% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 31,209 | $8.02M | 1.83% | −11,670−27.2% | Reduced |
| CCG Wealth Management, LLC | 31,211 | $8.02M | 4.52% | +1,472+4.9% | Added |
| WealthTrust Axiom LLC | 31,195 | $8.01M | 2.85% | −74−0.2% | Reduced |
| Peterson Financial Group, Inc. | 31,187 | $8.01M | 7.54% | +2,297+8.0% | Added |
| Oarsman Capital, Inc. | 31,139 | $8.00M | 3.97% | −1,242−3.8% | Reduced |
| Brightworth | 31,139 | $8.00M | 0.86% | +6,954+28.8% | Added |
| Guardian Wealth Advisors, LLC | 31,091 | $7.99M | 1.46% | +8,502+37.6% | Added |
| Sawyer & Company, Inc | 31,036 | $7.97M | 4.05% | −547−1.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 31,028 | $7.97M | 1.79% | +1,131+3.8% | Added |
| Triangle Securities Wealth Management | 30,968 | $7.95M | 3.10% | −700−2.2% | Reduced |
| F/M Investments LLC | 29,344 | $7.95M | 7.47% | +3,958+15.6% | Added |
| Clear Creek Financial Management, LLC | 30,930 | $7.94M | 1.66% | +28+0.1% | Added |
| Hamel Associates, Inc. | 30,893 | $7.94M | 3.13% | −50.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 30,868 | $7.93M | 2.59% | +122+0.4% | Added |
| Pine Haven Investment Counsel, Inc | 30,822 | $7.92M | 9.26% | −135−0.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,809 | $7.91M | 2.67% | −125−0.4% | Reduced |
| Roanoke Asset Management Corp | 30,784 | $7.91M | 3.55% | +275+0.9% | Added |
| Prospect Capital Advisors, LLC | 30,750 | $7.90M | 4.00% | +18,250+146.0% | Added |
| Cardiff Park Advisors, LLC | 30,731 | $7.89M | 1.20% | +805+2.7% | Added |
| C2C Wealth Management, LLC | 30,412 | $7.89M | 1.45% | −1,352−4.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 30,709 | $7.89M | 1.01% | +223+0.7% | Added |
| EverSource Wealth Advisors, LLC | 30,698 | $7.88M | 2.03% | +3,045+11.0% | Added |
| Geo Capital Gestora de Recursos Ltd | 30,632 | $7.87M | 5.31% | +30,289+8,830.6% | Added |
| Contravisory Investment Management, Inc. | 30,625 | $7.87M | 2.55% | −2,650−8.0% | Reduced |
| Nadler Financial Group, Inc. | 30,621 | $7.86M | 1.45% | +836+2.8% | Added |
| Grove Bank & Trust | 30,609 | $7.86M | 1.88% | −1,078−3.4% | Reduced |
| Enterprise Bank & Trust Co | 30,584 | $7.86M | 3.56% | −2,724−8.2% | Reduced |
| Wedmont Private Capital | 30,583 | $7.86M | 1.69% | +3,533+13.1% | Added |
| Buttonwood Financial Advisors Inc. | 30,545 | $7.84M | 7.08% | +8,119+36.2% | Added |
| HM Capital Management, LLC | 30,535 | $7.84M | 4.37% | −255−0.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 30,186 | $7.84M | 5.78% | +143+0.5% | Added |
| David J Yvars Group | 30,099 | $7.81M | 10.63% | −726−2.4% | Reduced |
| Peoples Financial Services Corp. | 30,294 | $7.78M | 3.69% | −594−1.9% | Reduced |
| Windward Capital Management Co | 30,227 | $7.76M | 0.84% | +192+0.6% | Added |
| Birch Capital Management, LLC | 30,176 | $7.75M | 5.53% | +264+0.9% | Added |
| GDS Wealth Management | 30,165 | $7.75M | 1.74% | +12,761+73.3% | Added |
| WESPAC Advisors, LLC | 30,121 | $7.74M | 5.90% | +27,278+959.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 30,114 | $7.73M | 5.55% | −1,515−4.8% | Reduced |
| Delta Financial Advisors LLC | 30,088 | $7.73M | 3.86% | +31+0.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $7.70M | 2.52% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 29,977 | $7.70M | 3.14% | −2,476−7.6% | Reduced |
| AXS Investments LLC | 29,912 | $7.68M | 2.73% | −7,180−19.4% | Reduced |
| Consolidated Investment Group LLC | 29,889 | $7.68M | 1.46% | +4,000+15.5% | Added |
| Waycross Partners, LLC | 29,860 | $7.67M | 5.09% | −56−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 29,837 | $7.66M | 3.15% | 00.0% | Unchanged |
| Davidson Trust Co | 29,813 | $7.66M | 6.83% | −411−1.4% | Reduced |
| Prestige Wealth Management Group LLC | 29,795 | $7.65M | 2.08% | −170−0.6% | Reduced |
| GraniteShares Advisors LLC | 29,721 | $7.63M | 5.60% | −4,557−13.3% | Reduced |
| Mystic Asset Management, Inc. | 29,720 | $7.63M | 4.65% | +598+2.1% | Added |
| JNBA Financial Advisors | 29,707 | $7.63M | 1.16% | −559−1.8% | Reduced |
| Affinity Wealth Management LLC | 28,846 | $7.62M | 1.76% | +473+1.7% | Added |
| Drexel Morgan & Co. | 29,643 | $7.61M | 2.09% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 29,626 | $7.61M | 6.33% | −2,927−9.0% | Reduced |
| Greenfield Savings Bank | 29,563 | $7.59M | 5.09% | +29,563 | New |
| Asio Capital, LLC | 29,548 | $7.59M | 2.39% | +297+1.0% | Added |
| Burke & Herbert Bank & Trust Co | 29,482 | $7.57M | 5.71% | −845−2.8% | Reduced |
| DFPG Investments, LLC | 29,735 | $7.56M | 3.30% | +2,697+10.0% | Added |
| Radnor Capital Management, LLC | 29,379 | $7.54M | 2.06% | −1,951−6.2% | Reduced |
| Sendero Wealth Management, LLC | 29,353 | $7.54M | 7.25% | +2,586+9.7% | Added |
| Harrington Investments, INC | 29,321 | $7.53M | 5.60% | −303−1.0% | Reduced |
| Keystone Financial Planning, Inc. | 29,287 | $7.52M | 2.64% | −165−0.6% | Reduced |
| Madrona Financial Services, LLC | 29,285 | $7.52M | 4.41% | +480+1.7% | Added |
| Wimmer Associates 1, LLC | 29,278 | $7.52M | 4.90% | +406+1.4% | Added |
| Zullo Investment Group, Inc. | 29,202 | $7.50M | 4.69% | +944+3.3% | Added |
| Scott Investment Partners LLP | 29,200 | $7.50M | 4.99% | 00.0% | Unchanged |
| Souders Financial Advisors | 29,142 | $7.49M | 2.15% | +1,699+6.2% | Added |
| VisionPoint Advisory Group, LLC | 26,045 | $7.48M | 2.96% | +1,696+7.0% | Added |
| Andesa Financial Management Inc. | 29,104 | $7.47M | 4.72% | +328+1.1% | Added |
| M.D. Sass Investors Services, Inc. | 29,070 | $7.47M | 1.41% | +1,620+5.9% | Added |
| Excalibur Management Corp | 29,037 | $7.46M | 3.88% | −406−1.4% | Reduced |
| LCNB Corp | 29,039 | $7.46M | 3.87% | +193+0.7% | Added |
| North Growth Management Ltd. | 29,000 | $7.45M | 1.73% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 28,970 | $7.44M | 2.25% | +4,970+20.7% | Added |
| Parkside Financial Bank & Trust | 28,950 | $7.43M | 2.27% | +822+2.9% | Added |
| My Personal CFO, LLC | 28,927 | $7.43M | 9.54% | −2,315−7.4% | Reduced |
| Okabena Investment Services Inc | 28,903 | $7.42M | 3.82% | +5,689+24.5% | Added |
| Signet Financial Management, LLC | 28,786 | $7.39M | 1.41% | −2,220−7.2% | Reduced |
| Arete Wealth Advisors, LLC | 28,759 | $7.39M | 0.81% | −2,979−9.4% | Reduced |
| Highlander Capital Management, LLC | 28,775 | $7.39M | 3.98% | −2,290−7.4% | Reduced |
| Childress Capital Advisors, LLC | 28,748 | $7.38M | 2.92% | +1,561+5.7% | Added |
| Fort Point Capital Partners LLC | 28,738 | $7.38M | 1.32% | −1,886−6.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 28,695 | $7.37M | 8.17% | +274+1.0% | Added |
| VeraBank, N.A. | 28,676 | $7.37M | 4.31% | +1,075+3.9% | Added |
| TRH Financial, LLC | 28,644 | $7.36M | 2.47% | +840+3.0% | Added |
| Michael B. Yongue | 28,637 | $7.36M | 6.48% | −108−0.4% | Reduced |
| Mirador Capital Partners LP | 28,631 | $7.35M | 1.74% | +235+0.8% | Added |